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Draft Reporting SIG Vision and Strategy

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Statement of Scope

Supporting FOLIO Reporting tools and platforms

The FOLIO Reporting Special Interest Group (SIG) engages in the following activities related to support of FOLIO reporting tools and platforms:

  • offer support for the development of tools within the Library Data Platform project*, which is developed by Index Data and sponsored the Open Library Foundation:
    • gather reporting requirements from the broader FOLIO community
    • offer feedback on software features and design
    • serve as software testers
    • engage in query development activities organized by LDP product owner
    • offer support to FOLIO community members using LDP tools and associated queries
    • maintain FOLIO end user documentation that connects to LDP project documentation
    • stay connected to changes in FOLIO app development and relate relevant information to LDP developers
  • advocate within the FOLIO community for the infrastructure necessary for production reporting environments
  • offer guidance on how SIG members can connect FOLIO data to non-FOLIO data (from small, temporary data to large, legacy datasets)
  • stay connected to non-LDP FOLIO reporting solutions by welcoming tool developers and users to SIG meetings and discussions, especially those solutions that are open source and actively seeking partnerships with FOLIO community members
  • participate in discussions about reporting features within FOLIO apps

Communication and Training

The FOLIO Reporting SIG engages in the following activities related to communication and training:

  • develop and host training on topics related to FOLIO reporting (e.g., FOLIO data structures, basic SQL query development skills)
  • create and maintain connections to functional area SIGs to facilitate tight connections between reporting tools and FOLIO app features and data structures
  • provide an opportunity to share information between query development teams and subject matter experts, as well as people interested in different aspects of FOLIO reporting
  • advocate for transparency in FOLIO governance practices to ensure that reporting considerations are being addressed
  • advocate for additional community resources to be dedicated to reporting software and query development
  • share updates on SIG activities with the broader FOLIO community
  • maintain a public record of SIG activities
  • engage in outreach to recruit new SIG members
  • advertise the benefits of SIG participation to individuals (personal development, networking), institutions (representation, visibility), and the FOLIO community (design of effective reporting solutions)
  • maintain FOLIO end user documentation that connects to LDP project documentation
  • help clarify features of different reporting solutions and hosting options

* - including but not limited to: LDP, Metadb, LDLite, ldpmarc, FOLIO Analytics, LDP App

Reporting SIG Roadmap 

Near-term goals (3-6 months)

  • Complete Reporting SIG Vision and Strategy document (Statement of Scope, Roadmap, and Mission Statement)
  • Build a series of introductory training videos focused on learning the FOLIO data model in different functional areas and how FOLIO data can be queried in the LDP/Metadb
  • Complete porting all LDP derived tables to versions that work for Metadb
  • Develop a proposal for moving report requests from JIRA to GitHub and get FOLIO community buy-in
  • Agree on a new documentation system for FOLIO Analytics queries (especially derived table queries) that provides a quick on-ramp for new LDP/Metadb users
  • Identify best practices for asynchronous community development and decision-making

Mid-term goals (6 months-2 years)

  • Modify and test Metadb queries to make sure they also work with LDLite
  • Develop queries or templates for ldpmarc
  • Complete the new framework for FOLIO Analytics documentation and move into maintenance phase
  • Propose a PC meeting focused on discussing support for reporting, including an open discussion of hosting challenges
  • Build more explicit ties to the reporting community for ReShare, including several joint programming events
  • Establish a quarterly schedule of outreach for reporting activities (e.g., FOLIO Forum presentations, WOLFcon presentations, direct communication with community members and institutions) 
  • Establish a regular schedule of recruitment for new SIG members
  • Formalize rotation system for crucial SIG roles and activities (e.g., convener, documentation subteam, query reviewers, bugfest testers)
  • Develop additional training on relevant topics (query builder app, SQL, Python/LDLite, GitHub, reviewing queries, transitioning from specific ILSs to FOLIO)
  • Gather information from recent implementers on how they are using LDP reporting systems and FOLIO Analytics

Long-term goals (3-5 years)

  • Support the LDP project in efforts to identify a stable funding stream
  • Pivot from active query development to development of alternative reporting interfaces (e.g., shareable dashboards, FOLIO Dashboard widgets)
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